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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,664 | $65,361-88.3% | $92,903-91.8% | $72,983-89.5% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.1pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $499 | $2,594-80.8% | $3,653-86.3% | $2,440-79.6% |
| Participant deferral / active EE | $1,431 | $3,128-54.3% | $4,238-66.2% | $3,608-60.3% |
| Admin fee / account holder | $15 | $4,251-99.6% | $5,795-99.7% | $5,124-99.7% |